FAQ 410: Transactions--Deleting transactions across the whole plan

Problem:

Is there a way to delete transactions on a plan level ? For example, can I delete all earnings (type 6) transactions across all participants? If so, how would I do this?


Solution:

To delete data that is input as transactions, you can go to Calculations - Transactions - Global Delete and select the exact transactions to be deleted. If you need to delete account activity that has not been stored as transactions, you can go to Utilities - Change Structure - Clear Fund Values.